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Jon J. Melander

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Jon J. Melander

AIF®, CFP®, CIMA®

Wealth Management Partner

Jon joined Boulay Financial Advisors, LLC in 2015, became a partner in 2016 and has more than 20 years of experience in wealth management and financial planning. He provides financial planning for families and individuals in all stages of life, and he implements retirement distribution planning to help minimize tax liabilities. Jon advises plan sponsors of qualified retirement plans with 1-500 plan participants on participant education, investment due diligence and selection, recordkeeping platforms and TPA selection, and he advises businesses owners, trustees and other interested parties regarding their fiduciary obligations. After graduating from the University of Minnesota, Jon was drafted in the 5th round of the 1990 NFL draft by the New England Patriots where he spent two seasons. Jon also played a year for the Cincinnati Bengals before finishing his football career starting 23 games in two years with the Denver Broncos.

Jon enjoys riding his Harley Davidson motorcycle, being outdoors, watching sports, and the occasional golf outing.

Client Focus

  • Wealth Management Services

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“I enjoy helping clients navigate through uncertain times while proactively uncovering planning opportunities and keeping them focused on their ultimate financial and investing goals.”

Involvement

  • BFA Board Member
  • BFA Holdings Board Member
  • Financial Planning Association
  • Positive Coaching Alliance of Minnesota — Local Advisory Board Member
  • Goal Line Club (supports University of Minnesota football)
  • Past Rotary Club President and Assistant District Governor

Honors

    • Academic All-Big Ten Award
    • Paul Giel Award Winner (given to the University of Minnesota football player showing unselfishness and most concern about the U of M)
    • Fridley High School Athletic Hall of Fame
    • Fridley High School Distinguished Alumni Award

Education

    • University of Minnesota – Twin Cities, Carlson School of Management — B.S. in Business with an Emphasis in Finance
    • College of Financial Planning — CFP Professional Education Program
    • College of Financial Planning — Accredited Asset Management Specialist designation (AAMS)
    • Series 7, 63 and 65 Registered and Licensed in Life and Disability Insurance
    • CERTIFIED FINANCIAL PLANNER™ Professional

Personal Interests

    • Riding his Harley
    • Being outdoors
    • Watching sports
    • Occasional golf outing
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.